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1,000 days left until the "Final Collapse" | Emad Mostaque

Nov 12, 2025
Emad Mostaque, Founder and CEO of Intelligent Internet and former CEO of Stability AI, discusses the looming 'intelligence inversion' that threatens traditional human cognitive jobs. He explores how GPUs will redefine our economy, making labor less valuable while emphasizing the need for universal personal AIs to protect individual interests. Emad dives into the implications of a dual-currency system and how token economics can fund civic projects like healthcare. He warns of an AI arms race and the necessity for aligned civic AI to navigate these challenges.
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INSIGHT

The Intelligence Inversion

  • Emad Mostaque calls the coming shift an "intelligence inversion" where AI outcompetes human cognitive labor.
  • Human cognitive work can become negative value because AI will think longer, scale by GPUs, and make fewer mistakes.
INSIGHT

A Thousand-Day Phase Transition

  • Emad predicts a phase transition ~1000 days after ChatGPT where agents perform long, autonomous economically valuable work.
  • The tipping point combines model capability with frameworks that let agents build evals and verifiers and run overnight compute.
INSIGHT

GPUs Become Comparative Advantage

  • Comparative advantage will shift from land and factories to GPUs and the compute wrapped around them.
  • Central bank mandates like unemployment and inflation are challenged when companies replace hiring with buying GPUs.
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